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Wilbanks Smith & Thomas Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$6.33M Buy
87,197
+3,528
+4% +$256K 0.18% 102
2023
Q4 		$6.15M Sell
83,669
-7,897
-9% -$558K 0.19% 101
2023
Q3 		$6.39M Sell
91,566
-9,889
-10% -$706K 0.22% 95
2023
Q2 		$7.37M Buy
101,455
+2,615
+3% +$192K 0.24% 86
2023
Q1 		$7.3M Sell
98,840
-7,546
-7% -$552K 0.25% 85
2022
Q4 		$7.64M Buy
106,386
+8,998
+9% +$645K 0.29% 79
2022
Q3 		$6.95M Sell
97,388
-15,166
-13% -$1.13M 0.3% 78
2022
Q2 		$8.47M Sell
112,554
-3,328
-3% -$253K 0.36% 71
2022
Q1 		$8.79M Sell
115,882
-41,172
-26% -$3.36M 0.35% 69
2021
Q4 		$13.3M Sell
157,054
-1,250
-0.8% -$106K 0.46% 53
2021
Q3 		$13.5M Sell
158,304
-2,275
-1% -$196K 0.53% 36
2021
Q2 		$13.8M Sell
160,579
-2,568
-2% -$219K 0.54% 34
2021
Q1 		$13.8M Sell
163,147
-3,232
-2% -$279K 0.6% 29
2020
Q4 		$14.7M Buy
166,379
+7,583
+5% +$667K 0.69% 27
2020
Q3 		$14M Buy
158,796
+35,669
+29% +$3.16M 0.76% 23
2020
Q2 		$10.9M Buy
123,127
+501
+0.4% +$43.8K 0.66% 28
2020
Q1 		$10.5M Buy
122,626
+1,781
+1% +$151K 0.78% 26
2019
Q4 		$10.1M Buy
120,845
+15,988
+15% +$1.34M 0.6% 31
2019
Q3 		$8.85M Buy
104,857
+1,573
+2% +$132K 0.56% 34
2019
Q2 		$8.58M Buy
103,284
+7,460
+8% +$608K 0.55% 33
2019
Q1 		$7.78M Buy
95,824
+14,185
+17% +$1.13M 0.5% 43
2018
Q4 		$6.47M Sell
81,639
-7,391
-8% -$578K 0.44% 42
2018
Q3 		$7.01M Buy
+89,030
New +$7.04M 0.43% 44

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's BND Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Vanguard Total Bond Market (BND) stake by 4.2% in Q1 2024, buying an estimated $256K and bringing the position to 87,197 shares worth $6.33M. The position accounts for 0.18% of the portfolio, ranked #102.

Wilbanks Smith & Thomas Asset Management first reported a position in BND in Q3 2018 and has held it in 23 quarters since. The position peaked at $14.7M in Q4 2020. 1,424 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 87,197 shares of Vanguard Total Bond Market worth $6.33M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 3,528 Vanguard Total Bond Market shares in Q1 2024, an estimated $256K.
  • Vanguard Total Bond Market made up 0.18% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #102 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard Total Bond Market in Q3 2018 and has held it in 23 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Vanguard Total Bond Market position peaked at $14.7M in Q4 2020.
  • 1,424 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.